Jaibir Singh Sethi

Jaibir joins Marcellus from Premji Invest, India’s largest family office by assets under management

Jaibir joins Marcellus from Premji Invest, India’s largest family office by assets under management, where he spent 9 years as a member of the team that managed ~US$3bn in listed equities with the last 3 years being spent as head of research. Prior to that, Jaibir worked for CLSA and Clear Capital in research roles. Over a career spanning 16 years in equities, he has tracked multiple sectors, including consumer, retail, autos, hotels and airlines.

Qualification: Jaibir is CFA charter holder with a B.Com (Hons) from St. Xavier’s College, Kolkata, and a Post-graduate Diploma in Management from the Indian Institute of Management – Bangalore.

Articles by team Marcellus

NEWSLETTER
Portfolio performance and update on fundamentals

The NIFTY 50 is an Indian stock market index that represents the float-weighted average of 50 of the largest Indian companies listed on the National Stock Exchange. The BSE 500 index is designed to be a broad representation of the Indian market. Consisting of the top 500 companies listed at BSE Ltd., the index covers […]


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NEWSLETTER
The Kings Stand Tall as the Storm Approaches

Over the last 3M/6M/1Yr/2Yrs KCP has been able to consistently outperform both Nifty and Bank Nifty. Whilst our investment approach remains long term, we believe it is prudent to analyze the drivers of this outperformance. As  we look back at the performance of KCP, note that the period from ‘Nov’21-Mar-23’ was a major drag on portfolio […]


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BLOG
The Fourth Commandment: Embrace Failure

Summary: Failure & success are like summer & winter i.e., they are a routine part of business life and should not be a source of exultation or heartburn. In fact, failure is an essential milestone en route to acquiring skills & learning along the way. To find out what the Ten Commandments of Indian Entrepreneurship […]


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